Data Source: from January 2009 to May 2023 (~14 years)
Consolidated Returns as of 31 May 2023
Live Update: Jun 02 2023, 09:57PM Eastern Time
Consolidated Returns as of 31 May 2023
Live Update: Jun 02 2023, 09:57PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.03%
1 Day
Jun 02 2023, 09:57PM Eastern Time
0.57%
Current Month
June 2023
The Gyroscopic Investing Desert Portfolio with Bitcoin is a Medium Risk portfolio and can be implemented with 4 ETFs.
It's exposed for 30% on the Stock Market and for 10% on Commodities.
In the last 10 Years, the Gyroscopic Investing Desert Portfolio with Bitcoin obtained a 14.44% compound annual return, with a 38.82% standard deviation.
Asset Allocation and ETFs
The Gyroscopic Investing Desert Portfolio with Bitcoin has the following asset allocation:
30% Stocks
60% Fixed Income
10% Commodities
The Gyroscopic Investing Desert Portfolio with Bitcoin can be implemented with the following ETFs:
| Weight (%) | Ticker | ETF Name | Investment Themes |
|---|---|---|---|
| 30.00 |
VTI
|
Vanguard Total Stock Market | Equity, U.S., Large Cap |
| 60.00 |
IEI
|
iShares 3-7 Year Treasury Bond | Bond, U.S., Intermediate-Term |
| 8.00 |
GLD
|
SPDR Gold Trust | Commodity, Gold |
| 2.00 |
^BTC
|
Bitcoin | Commodities |
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.
Portfolio and ETF Returns as of May 31, 2023
The Gyroscopic Investing Desert Portfolio with Bitcoin guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
GYROSCOPIC INVESTING DESERT PORTFOLIO WITH BITCOIN
Consolidated returns as of 31 May 2023
Live Update: Jun 02 2023, 09:57PM Eastern Time
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of May 31, 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Jun 2023 | 1M | 6M | 1Y | 5Y | 10Y |
MAX
(~14Y) |
||
| Gyroscopic Investing Desert Portfolio with Bitcoin | 0.03 | 0.57 | -0.77 | 3.95 | 0.91 | 5.95 | 14.44 | 16.42 | ||
| US Inflation Adjusted return | -0.77 | 2.01 | -2.77 | 2.06 | 11.46 | 13.50 | ||||
| Components | ||||||||||
|
VTI
|
Vanguard Total Stock Market | 1.65 | Jun 02 2023 | 2.67 | 0.43 | 2.44 | 2.13 | 9.99 | 11.40 | 9.04 |
|
IEI
|
iShares 3-7 Year Treasury Bond | -0.62 | Jun 02 2023 | -0.33 | -0.93 | 1.68 | -1.33 | 0.87 | 0.91 | 4.49 |
|
GLD
|
SPDR Gold Trust | -1.47 | Jun 02 2023 | -0.70 | -1.34 | 10.62 | 6.53 | 8.17 | 3.13 | 2.91 |
|
^BTC
|
Bitcoin | 1.25 | 09:57PM, Jun 02 2023 | 1.25 | -7.65 | 58.21 | -13.80 | 29.91 | 73.29 | 147.10 |
Returns over 1 year are annualized | Available data source: since Jan 2009
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Apr 2023.
Waiting for updates, inflation of May 2023 is set to 0%.
Current inflation (annualized) is
1Y: 3.79%
, 5Y: 3.81%
, 10Y: 2.68%
Live update: World Markets and Indexes
In 2022, the Gyroscopic Investing Desert Portfolio with Bitcoin granted a 1.14% dividend yield. If you are interested in getting periodic income, please refer to the Gyroscopic Investing Desert Portfolio with Bitcoin: Dividend Yield page.
Portfolio Metrics as of May 31, 2023
Metrics of Gyroscopic Investing Desert Portfolio with Bitcoin, updated as of 31 May 2023.
Portfolio metrics are calculated based on monthly returns, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
GYROSCOPIC INVESTING DESERT PORTFOLIO WITH BITCOIN
Portfolio Metrics
Data Source: 1 January 2009 - 31 May 2023 (~14 years)
Swipe left to see all data
| Metrics as of May 31, 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
MAX
(~14Y) |
|
| Portfolio Return (%) | -0.77 | 3.87 | 3.95 | 0.91 | 3.96 | 5.95 | 14.44 | 16.42 |
| US Inflation (%) | 0.00 | 0.84 | 1.90 | 3.79 | 5.77 | 3.81 | 2.68 | 2.58 |
| Infl. Adjusted Return (%) | -0.77 | 3.01 | 2.01 | -2.77 | -1.71 | 2.06 | 11.46 | 13.50 |
| Waiting for updates, inflation of May 2023 is temporarily set to 0%. Returns / Inflation rates over 1 year are annualized. | ||||||||
| RISK INDICATORS | ||||||||
| Standard Deviation (%) | 10.86 | 8.72 | 7.84 | 38.82 | 35.36 | |||
| Sharpe Ratio | -0.21 | 0.34 | 0.59 | 0.35 | 0.35 | |||
| Sortino Ratio | -0.29 | 0.47 | 0.82 | 1.32 | 1.04 | |||
| MAXIMUM DRAWDOWN | ||||||||
| Drawdown Depth (%) | -7.72 | -15.73 | -15.73 | -23.13 | -40.72 | |||
| Start (yyyy mm) | 2022 06 | 2021 11 | 2021 11 | 2013 12 | 2011 07 | |||
| Bottom (yyyy mm) | 2022 09 | 2022 09 | 2022 09 | 2013 12 | 2011 11 | |||
| Start to Bottom (# months) | 4 | 11 | 11 | 1 | 5 | |||
| Start to Recovery (# months) in progress |
10
|
> 19
|
> 19
|
47
|
29
|
|||
| ROLLING PERIOD RETURNS - Annualized | ||||||||
| Best Return (%) | 200.76 | 66.67 | 36.95 | 22.27 | ||||
| Worst Return (%) | -32.36 | -4.91 | 2.92 | 13.21 | ||||
| % Positive Periods | 88% | 99% | 100% | 100% | ||||
| MONTHS | ||||||||
| Positive | 0 | 2 | 3 | 6 | 19 | 34 | 72 | 106 |
| Negative | 1 | 1 | 3 | 6 | 17 | 26 | 48 | 67 |
| % Positive | 0% | 67% | 50% | 50% | 53% | 57% | 60% | 61% |
| WITHDRAWAL RATES (WR) | ||||||||
| Safe WR (%) | 35.33 | 22.82 | 24.98 | 21.28 | ||||
| Perpetual WR (%) | 0.00 | 2.02 | 10.28 | 11.89 | ||||
- Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio
- Standard Deviation: it's a measure of the dispersion of returns around the mean
- Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
- Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
- Maximum Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
- Rolling Returns: returns over a time frame (best, worst, % of positive returns).
- Pos./Neg. Months: number of months with positive/negative return.
- Safe Withdrawal Rate (SWR): it's the percentage of the original portfolio balance that can be withdrawn at the end of each year with inflation adjustment, without the portfolio running out of money (dollar amount withdrawal).
- Perpetual Withdrawal Rate (PWR): it's the percentage of portfolio balance that can be withdrawn at the end of each year, while retaining the inflation adjusted portfolio balance (percentage withdrawal).
Portfolio Components Correlation
Correlation measures to what degree the returns of the two assets move in relation to each other.
Correlation coefficient is a numerical value between -1 and +1.
If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
COMPONENTS MONTHLY CORRELATIONS
Monthly correlations as of 31 May 2023
Swipe left to see all data
| Asset |
VTI
|
IEI
|
GLD
|
^BTC
|
|---|---|---|---|---|
|
VTI
|
-
|
0.70
|
0.34
|
0.65
|
|
IEI
|
0.70
|
-
|
0.80
|
0.51
|
|
GLD
|
0.34
|
0.80
|
-
|
0.28
|
|
^BTC
|
0.65
|
0.51
|
0.28
|
-
|
| Asset |
VTI
|
IEI
|
GLD
|
^BTC
|
|---|---|---|---|---|
|
VTI
|
-
|
0.10
|
0.18
|
0.43
|
|
IEI
|
0.10
|
-
|
0.46
|
0.15
|
|
GLD
|
0.18
|
0.46
|
-
|
0.19
|
|
^BTC
|
0.43
|
0.15
|
0.19
|
-
|
| Asset |
VTI
|
IEI
|
GLD
|
^BTC
|
|---|---|---|---|---|
|
VTI
|
-
|
0.02
|
0.08
|
0.17
|
|
IEI
|
0.02
|
-
|
0.45
|
0.04
|
|
GLD
|
0.08
|
0.45
|
-
|
-0.05
|
|
^BTC
|
0.17
|
0.04
|
-0.05
|
-
|
| Asset |
VTI
|
IEI
|
GLD
|
^BTC
|
|---|---|---|---|---|
|
VTI
|
-
|
-0.06
|
0.09
|
0.15
|
|
IEI
|
-0.06
|
-
|
0.38
|
0.09
|
|
GLD
|
0.09
|
0.38
|
-
|
0.00
|
|
^BTC
|
0.15
|
0.09
|
0.00
|
-
|
If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.
Readings that may interest you
Capital Growth as of May 31, 2023
An investment of 1000$, since June 2013,
now would be worth 3853.49$, with a total return of 285.35% (14.44% annualized).
The Inflation Adjusted Capital now would be 2959.00$, with a net total return of 195.90% (11.46% annualized).
The Inflation Adjusted Capital now would be 2959.00$, with a net total return of 195.90% (11.46% annualized).
An investment of 1000$, since January 2009,
now would be worth 8955.44$, with a total return of 795.54% (16.42% annualized).
The Inflation Adjusted Capital now would be 6206.04$, with a net total return of 520.60% (13.50% annualized).
The Inflation Adjusted Capital now would be 6206.04$, with a net total return of 520.60% (13.50% annualized).
Drawdowns
A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
GYROSCOPIC INVESTING DESERT PORTFOLIO WITH BITCOIN
Drawdown periods
Updated to May 2023
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -23.13% | Dec 2013 | Dec 2013 | 1 | Oct 2017 | 46 | 47 |
| -15.73% | Nov 2021 | Sep 2022 | 11 | in progress | 8 | 19 |
| -5.53% | Jun 2013 | Jun 2013 | 1 | Aug 2013 | 2 | 3 |
| -4.33% | Feb 2020 | Mar 2020 | 2 | Apr 2020 | 1 | 3 |
| -3.42% | Sep 2018 | Dec 2018 | 4 | Feb 2019 | 2 | 6 |
| -2.41% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
| -2.25% | Feb 2018 | Apr 2018 | 3 | Aug 2018 | 4 | 7 |
| -1.70% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
| -0.71% | Sep 2019 | Sep 2019 | 1 | Oct 2019 | 1 | 2 |
| -0.46% | May 2021 | May 2021 | 1 | Jul 2021 | 2 | 3 |
| -0.25% | Jan 2021 | Jan 2021 | 1 | Feb 2021 | 1 | 2 |
| -0.09% | Jul 2019 | Jul 2019 | 1 | Aug 2019 | 1 | 2 |
| -0.01% | Nov 2019 | Nov 2019 | 1 | Dec 2019 | 1 | 2 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -40.72% | Jul 2011 | Nov 2011 | 5 | Nov 2013 | 24 | 29 |
| -23.13% | Dec 2013 | Dec 2013 | 1 | Oct 2017 | 46 | 47 |
| -15.73% | Nov 2021 | Sep 2022 | 11 | in progress | 8 | 19 |
| -5.90% | Jan 2009 | Feb 2009 | 2 | May 2009 | 3 | 5 |
| -4.33% | Feb 2020 | Mar 2020 | 2 | Apr 2020 | 1 | 3 |
| -3.42% | Sep 2018 | Dec 2018 | 4 | Feb 2019 | 2 | 6 |
| -2.41% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
| -2.25% | Feb 2018 | Apr 2018 | 3 | Aug 2018 | 4 | 7 |
| -1.70% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
| -1.67% | May 2010 | Jun 2010 | 2 | Jul 2010 | 1 | 3 |
| -1.25% | Dec 2009 | Jan 2010 | 2 | Feb 2010 | 1 | 3 |
| -0.73% | Jun 2009 | Jun 2009 | 1 | Jul 2009 | 1 | 2 |
| -0.71% | Sep 2019 | Sep 2019 | 1 | Oct 2019 | 1 | 2 |
| -0.50% | Oct 2009 | Oct 2009 | 1 | Nov 2009 | 1 | 2 |
| -0.46% | May 2021 | May 2021 | 1 | Jul 2021 | 2 | 3 |
| -0.38% | Mar 2011 | Mar 2011 | 1 | Apr 2011 | 1 | 2 |
| -0.25% | Jan 2021 | Jan 2021 | 1 | Feb 2021 | 1 | 2 |
| -0.22% | Nov 2010 | Nov 2010 | 1 | Dec 2010 | 1 | 2 |
| -0.09% | Jul 2019 | Jul 2019 | 1 | Aug 2019 | 1 | 2 |
| -0.01% | Nov 2019 | Nov 2019 | 1 | Dec 2019 | 1 | 2 |
Rolling Returns ( more details)
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
GYROSCOPIC INVESTING DESERT PORTFOLIO WITH BITCOIN
Annualized Rolling Returns
Data Source: from January 2009 to May 2023
Swipe left to see all data
| Rolling Period |
Annualized Return (%) | Negative Periods |
|||
|---|---|---|---|---|---|
| Average | Latest | Best | Worst | ||
| 1 Year |
20.64 | 0.91 |
200.76 Dec 2012 - Nov 2013 |
-32.36 Jul 2011 - Jun 2012 |
12.35% |
| 2 Years |
19.77 | -2.31 |
89.88 Dec 2011 - Nov 2013 |
-10.07 Jul 2011 - Jun 2013 |
7.33% |
| 3 Years |
19.17 | 3.96 |
66.67 Dec 2010 - Nov 2013 |
-4.91 Dec 2013 - Nov 2016 |
0.72% |
| 5 Years |
19.55 | 5.95 |
36.95 Mar 2009 - Feb 2014 |
2.92 Dec 2013 - Nov 2018 |
0.00% |
| 7 Years |
18.26 | 9.00 |
26.60 Jan 2011 - Dec 2017 |
5.94 Dec 2013 - Nov 2020 |
0.00% |
| 10 Years |
19.15 | 14.44 |
22.27 Jul 2009 - Jun 2019 |
13.21 Jul 2011 - Jun 2021 |
0.00% |
Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the Gyroscopic Investing Desert Portfolio with Bitcoin: Rolling Returns page.
Seasonality
In which months is it better to invest in Gyroscopic Investing Desert Portfolio with Bitcoin?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Gain Frequency |
1.24
60% |
-0.50
40% |
0.59
60% |
0.96
80% |
0.24
40% |
0.32
60% |
1.91
80% |
0.41
80% |
-1.98
0% |
0.78
60% |
1.58
60% |
0.54
60% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
101.24
|
100.73
|
101.32
|
102.30
|
102.55
|
102.88
|
104.85
|
105.28
|
103.20
|
104.00
|
105.65
|
106.22
|
| Best |
4.6 2023 |
1.1 2019 |
3.8 2023 |
4.6 2020 |
2.0 2020 |
4.5 2019 |
3.6 2022 |
1.9 2020 |
-0.4 2018 |
3.0 2021 |
4.4 2020 |
4.5 2020 |
| Worst |
-3.1 2022 |
-2.5 2023 |
-2.9 2020 |
-4.4 2022 |
-0.8 2023 |
-3.5 2022 |
-0.1 2019 |
-3.1 2022 |
-4.7 2022 |
-2.3 2018 |
-0.6 2021 |
-1.8 2022 |
Monthly Seasonality over the period Jun 2018 - May 2023
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Gain Frequency |
0.88
70% |
0.15
60% |
0.30
40% |
0.72
70% |
0.64
70% |
-0.04
60% |
1.49
80% |
0.88
70% |
-1.08
20% |
2.22
70% |
13.57
60% |
-1.52
50% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.88
|
101.03
|
101.33
|
102.06
|
102.70
|
102.66
|
104.19
|
105.11
|
103.97
|
106.28
|
120.71
|
118.87
|
| Best |
4.6 2023 |
2.1 2017 |
3.8 2023 |
4.6 2020 |
2.3 2017 |
4.5 2019 |
3.6 2022 |
4.6 2017 |
1.6 2013 |
11.3 2013 |
118.8 2013 |
4.6 2017 |
| Worst |
-3.1 2022 |
-2.5 2023 |
-2.9 2020 |
-4.4 2022 |
-0.8 2023 |
-5.5 2013 |
-1.3 2014 |
-3.1 2022 |
-4.7 2022 |
-2.3 2018 |
-0.6 2021 |
-23.1 2013 |
Monthly Seasonality over the period Jun 2013 - May 2023
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Gain Frequency |
0.89
67% |
0.39
67% |
1.16
53% |
2.47
80% |
2.10
60% |
2.16
57% |
0.98
79% |
-0.40
64% |
-1.29
36% |
1.38
57% |
9.95
57% |
-0.24
57% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.89
|
101.28
|
102.46
|
104.99
|
107.20
|
109.52
|
110.58
|
110.14
|
108.72
|
110.22
|
121.19
|
120.90
|
| Best |
4.6 2023 |
3.5 2011 |
9.8 2013 |
19.7 2011 |
28.1 2011 |
29.9 2011 |
3.6 2022 |
4.6 2017 |
3.3 2010 |
11.3 2013 |
118.8 2013 |
9.2 2011 |
| Worst |
-3.1 2022 |
-3.2 2009 |
-2.9 2020 |
-4.4 2022 |
-1.9 2012 |
-5.5 2013 |
-8.2 2011 |
-17.7 2011 |
-14.9 2011 |
-6.7 2011 |
-1.3 2011 |
-23.1 2013 |
Monthly Seasonality over the period Jan 2009 - May 2023
Monthly/Yearly Returns
Gyroscopic Investing Desert Portfolio with Bitcoin data source starts from January 2009: let's focus on monthly and yearly returns.
We are providing two different views:
- Histogram: it shows the distribution of the returns recorded so far
- Plain Table: it shows the detailed monthly and yearly returns
MONTHLY RETURNS HISTOGRAM
Jan 2009 - May 2023
106 Positive Months (61%) - 67 Negative Months (39%)
MONTHLY RETURNS TABLE
Jan 2009 - May 2023
(Scroll down to see all data)
Swipe left to see all data
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2023 |
+5.86 | +3.57 | 4.6 | -2.5 | 3.8 | 0.8 | -0.8 | |||||||
| 2022 |
-12.90 | -18.18 | -3.1 | -0.3 | -0.8 | -4.4 | -0.2 | -3.5 | 3.6 | -3.1 | -4.7 | 1.7 | 3.4 | -1.8 |
| 2021 |
+7.03 | -0.01 | -0.3 | 0.6 | 1.5 | 2.0 | -0.5 | 0.0 | 1.8 | 1.1 | -2.4 | 3.0 | -0.6 | 0.6 |
| 2020 |
+18.57 | +16.98 | 2.1 | -1.5 | -2.9 | 4.6 | 2.0 | 0.9 | 3.4 | 1.9 | -1.6 | -0.1 | 4.4 | 4.5 |
| 2019 |
+15.94 | +13.35 | 3.0 | 1.1 | 1.4 | 1.8 | 0.7 | 4.5 | -0.1 | 0.9 | -0.7 | 1.5 | 0.0 | 1.0 |
| 2018 |
-2.34 | -4.17 | 0.6 | -1.4 | -0.8 | 0.0 | 0.9 | -0.2 | 0.9 | 1.2 | -0.4 | -2.3 | 0.8 | -1.5 |
| 2017 |
+33.55 | +30.79 | 1.1 | 2.1 | -0.2 | 1.4 | 2.3 | 0.7 | 1.3 | 4.6 | -0.9 | 4.1 | 8.6 | 4.6 |
| 2016 |
+7.71 | +5.52 | -0.2 | 1.5 | 1.9 | 0.8 | 0.2 | 2.4 | 1.4 | -0.9 | 0.5 | -0.9 | -0.5 | 1.5 |
| 2015 |
+0.98 | +0.25 | 0.7 | 0.5 | -0.1 | 0.0 | 0.4 | -0.8 | 0.6 | -2.0 | -0.3 | 2.7 | -0.3 | -0.5 |
| 2014 |
+4.32 | +3.54 | 0.4 | 1.3 | -0.8 | 0.3 | 1.3 | 1.2 | -1.3 | 1.7 | -1.8 | 1.1 | 1.2 | -0.3 |
| 2013 |
+130.41 | +127.00 | 2.4 | 2.2 | 9.8 | 6.2 | -1.6 | -5.5 | 3.4 | 3.4 | 1.6 | 11.3 | 118.8 | -23.1 |
| 2012 |
+10.19 | +8.31 | 3.1 | 0.4 | 0.5 | 0.5 | -1.9 | 1.9 | 1.8 | 1.6 | 2.0 | -1.4 | 1.0 | 0.3 |
| 2011 |
+35.50 | +31.60 | 1.9 | 3.5 | -0.4 | 19.7 | 28.1 | 29.9 | -8.2 | -17.7 | -14.9 | -6.7 | -1.3 | 9.2 |
| 2010 |
+18.32 | +16.58 | -0.1 | 1.5 | 1.4 | 1.7 | -1.3 | -0.4 | 2.2 | 0.0 | 3.3 | 5.7 | -0.2 | 3.5 |
| 2009 |
+9.57 | +6.67 | -2.7 | -3.2 | 3.0 | 1.9 | 1.9 | -0.7 | 2.9 | 1.7 | 2.3 | -0.5 | 4.1 | -1.1 |
Portfolio efficiency
Compared to the Gyroscopic Investing Desert Portfolio with Bitcoin, the following portfolios granted a higher return over 10 Years and a less severe drawdown at the same time.
Swipe left to see all data
10 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
| Stocks/Bonds 60/40 with Bitcoin | +16.93 | 37.56 | -22.56 | 59 | 39 | 2 | ||
| Golden Butterfly with Bitcoin | +15.38 | 39.15 | -23.09 | 40 | 40 | 20 | ||
| Stocks/Bonds 40/60 with Bitcoin | +15.16 | 38.23 | -22.55 | 39 | 59 | 2 | ||
| Desert Portfolio with Bitcoin | +14.44 | 38.82 | -23.13 | 30 | 60 | 10 | ||
The following portfolios share asset allocation strategy and/or similar asset weights.
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5 Years Stats (%) |
% Allocation |
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|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
| Desert Portfolio with Bitcoin | +5.95 | 7.84 | -15.73 | 30 | 60 | 10 | ||
| Desert Portfolio 2x Leveraged | +5.35 | 15.58 | -34.04 | 30 | 60 | 10 | ||
| Desert Portfolio | +4.60 | 6.96 | -14.72 | 30 | 60 | 10 | ||
Here's a list containing the Best Classic Portfolios, with the highest returns over 10 Years and Medium Risk categorization.
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10 Years Stats (%) |
% Allocation |
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|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
| Couch Potato | +6.61 | 9.01 | -19.77 | 50 | 50 | 0 | ||
| Stocks/Bonds 40/60 Momentum | +5.58 | 7.52 | -21.11 | 40 | 60 | 0 | ||
| Stocks/Bonds 40/60 | +5.55 | 7.38 | -18.63 | 40 | 60 | 0 | ||
| One-Decision Portfolio | +5.37 | 8.49 | -16.74 | 50 | 50 | 0 | ||
| Four Square | +4.95 | 8.37 | -19.67 | 50 | 50 | 0 | ||
